Position in RF
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$256,690,589
-$5,826,024 QoQ
Shares Held
9,827,358
+1.4% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 75.35731373579756.ToString("F0")%
Shared 18.20203354757199.ToString("F0")%
None 6.440652716630452.ToString("F0")%
Common Shares in RF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,913,158,445 across 289 Banks - Regional names. RF ranks #30 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,369,212 | $539,302,712 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,918,284 | $507,263,473 | |
| 3 | SSB |
SouthState Bank Corp
|
4,934,851 | $456,572,411 | |
| 4 | WBS |
Webster Financial Corp
|
6,327,138 | $439,229,916 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,035,295 | $433,740,309 | |
| 6 | BPOP |
Popular, Inc.
|
3,222,266 | $432,331,427 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,477,126 | $430,831,998 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,070,265 | $430,801,441 |
All Filings in RF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $256,690,589 | 9,827,358 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $262,516,613 | 9,686,960 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $263,180,799 | 9,980,311 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $245,738,581 | 10,448,069 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $221,094,621 | 10,174,626 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $281,312,299 | 11,960,557 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $297,833,600 | 12,766,121 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $285,623,965 | 14,252,693 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $279,265,937 | 13,273,096 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $256,288,637 | 13,224,388 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $243,843,710 | 14,176,960 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $252,050,460 | 14,144,246 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $258,904,926 | 13,949,619 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $296,753,064 | 13,764,057 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $272,528,702 | 13,578,909 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $249,947,023 | 13,330,508 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $295,083,679 | 13,256,230 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $287,433,327 | 13,185,015 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $278,051,622 | 13,047,941 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $264,939,365 | 13,128,809 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $272,420,239 | 13,185,878 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $219,534,282 | 13,618,752 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $157,758,164 | 13,682,408 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $153,671,783 | 13,819,405 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $126,211,470 | 14,070,398 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||